Loan and New Account Sales Assistant (a/k/a Financial Services Coordinator)

First Northern Credit Union; Chicago (IL); On-site; USD 40,000 - 55,000; Full time

Job summary

A leading credit union is seeking a Loan and New Account Sales Assistant in Chicago. This full-time role involves providing internal sales support, excellent member service, and processing loan applications. Ideal candidates will have strong communication skills, proficiency in Microsoft Office, and a passion for customer service.

Qualifications

• Strong communication skills and enjoyment of working with people.
• Proficient in Microsoft Office (Outlook, Excel, Word).
• Banking/Financial Services experience preferred.

Responsibilities

• Provide internal sales support to the Financial Services Department.
• Analyze, audit, and report on pending lending applications.
• Process loan applications and manage new member onboarding.

Skills

Communication

Customer Service

Multi-tasking

Education

High school diploma or equivalent

Tools

Microsoft Office

Job description

Loan and New Account Sales Assistant (a/k/a Financial Services Coordinator)

Join us to apply for the Loan and New Account Sales Assistant (a/k/a Financial Services Coordinator) role at First Northern Credit Union.

About the Role

If you are interested in working for a leader in the credit union industry, then we are looking for you! First Northern Credit Union is a dynamic company with growth opportunities. Our membership includes employees and students from Constellation, Exelon, Northwestern Medicine, Northwestern University, and a 14-county community charter including Evanston and Rockford.

We are currently seeking an in-person Administrative Assistant for our Chicago-Loop (Monroe Street) office.

Primary Responsibilities

• Provide internal sales support to the Financial Services Department.
• Provide excellent member service to credit union members and guests.
• Multi-task and handle work through various channels including online, telephone, in-person, mail, fax, etc.
• Complete reports and projects accurately and promptly.
• Analyze, audit, and report on pending lending applications and new account onboarding.
• Manage new member welcome packets and onboarding campaigns.
• Process loan applications such as vehicle loans and auto loan recaptures.
• Prepare and deliver disclosures, notices, thank you notes, and follow-up letters.
• Coordinate Internet sales channels, monitor application queues, review reports, and audit applications.
• Know First Northern's deposit and loan products and services.
• Refer members to personal bankers for new products and services.
• Prepare reports for committee, management, and board meetings.
• Assist in scheduling and preparing for meetings.
• Create and distribute memos and reports for executive management.
• Assist in follow-up tasks and file miscellaneous materials.
• Perform clerical duties such as data entry, mailing, scanning, etc.

Qualifications

• Enjoy working with people and possess strong communication skills.
• Proficient in Microsoft Office (Outlook, Excel, Word).
• High school diploma or equivalent.
• Banking/Financial Services experience preferred.
• Bilingual (English/Spanish) is a plus.

Office Details

Address: 230 W. Monroe St., Ste. 2850, Chicago, IL 60606 (on Franklin between Monroe & Madison)

Schedule: In-person, Monday-Friday, 8:00 a.m. to 5:00 p.m., full-time (40 hours/week)

Note: Background and credit checks are conducted. Benefits and pay are competitive.

Interested candidates should apply online through the provided link.

Equal Opportunity Employer

EOE, Drug-free environment, M/F/D/V